Senior Tax Manager – Partner Track; Thousand Oaks, CA

Senior Tax Manager – Partner Track (Thousand Oaks, CA)

Location:

Thousand Oaks, California (Greater Los Angeles Area)

Reports To:

Managing Partner

About the Firm
We are a family‑office‑backed network of established CPA firms across the U.S. built on a national platform designed for long‑term growth and innovation. We combine the stability of traditional public accounting with the energy and upside of a modern, growth‑focused firm.

Position Summary
We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships, and actively support the growth of our California practice. This is a leadership‑track position ideal for a technically strong tax professional who enjoys complex tax work, mentoring, and business development and is interested in building something larger than themselves. The role offers a direct path to Partner within a national platform that rewards initiative, collaboration, and long‑term contribution.

Key Responsibilities

• Provide technical leadership:
Manage and review complex business, partnership, and individual tax engagements, ensuring high‑quality, compliant deliverables.

• Advise proactively:
Deliver strategic tax planning and structuring guidance for closely held businesses, partnerships, and high‑net‑worth clients.

• Develop new business:
Identify and pursue opportunities with existing and prospective clients; network within the community and industry groups to expand visibility and the client base.

• Strengthen relationships:
Serve as a trusted advisor, building deep, long‑term client relationships based on expertise, responsiveness, and results.

• Lead and mentor:
Supervise, coach, and develop managers, seniors, and staff, fostering both technical excellence and leadership readiness.

• Collaborate strategically:
Partner with firm leadership to execute regional growth plans, expand service offerings, and enhance profitability.

• Innovate and improve:
Contribute to process efficiency, technology integration, and the advancement of firm best practices.

• Engage nationally:
Work with colleagues across the firm’s network to support multi‑location clients and platform‑wide initiatives.

• Support advisory work:
Assist clients with transactions, entity restructuring, and multi‑state compliance as advisory services expand.

Qualifications

• Active CPA license required.

• 8–12 years of progressive public accounting experience with deep expertise in taxation.

• Proven success in client relationship management and business development.

• Strong technical proficiency in federal and state tax law, including multi‑state experience.

• Excellent leadership, communication, and project management skills.

• Entrepreneurial mindset and enthusiasm for practice growth and long‑term equity‑like participation.

Why Join

• Competitive salary and performance bonus.

• Long‑term incentive plan tied to future firm growth.

• Ongoing education and CPA‑related support.

• 401(k), healthcare, and PTO.

• Collaborative, service‑first culture that values integrity, innovation, and growth.

• Direct path to Partner, with hands‑on mentorship and real upside tied to firm performance.

Interested or know someone who fits? Let’s connect.

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